+47.2%
KORU vs AEP
+63.6%
-16.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.6% | -12.1% |
| 7D | +2.3% | -1.0% | +3.3% | +2.8% |
| 30D | +20.0% | -0.1% | +20.1% | +20.2% |
| 3M | -32.7% | -3.2% | -29.5% | -32.5% |
| 6M | +13.3% | -5.3% | +18.6% | +13.4% |
| YTD | +133.2% | +9.5% | +123.7% | +115.5% |
| 1Y | +357.3% | +17.5% | +339.8% | +303.9% |
| 3Y | +452.7% | +77.0% | +375.7% | +254.9% |
| 5Y | +47.2% | +66.4% | -19.2% | -2.7% |
| All | +47.2% | +63.6% | -16.4% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling